Most Important Skills For A Financial Advisor At Capstone Partners Financial
For a financial services consultant, the most crucial skill is "being a people person," as client interaction is paramount to success. Beyond interpersonal skills, the ability to diligently study and pass numerous licensing examinations, such as the "life and health exam" and the CFP, is essential for career progression in this field.
Communication, Networking, Licenses and Exams, Financial Analysis, People Skills
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Byron Lopez
Financial Services Consultant
Capstone Partners Financial
Loyola Maymount university
UT Austin
Economics
Finance (Banking, Fintech, Investing)
Finance
Veteran
Video Highlights
1. Excellent communication and interpersonal skills are crucial for building and maintaining client relationships.
2. Continuous learning and studying are essential due to the many required exams and licenses in the field.
3. Strong analytical and mathematical skills are necessary for financial analysis and decision-making, although client interaction is prioritized
Transcript
What skills are most important for a job like yours?
Skill number one is being a people person. You don't have to be an extrovert, but you do need to connect with clients.
Without clients, you don't have a business. This means being able to talk to people, whether in meetings with current clients or at networking events prospecting for new ones.
Number two is learning how to study. Studying and exams don't end after college. As a financial advisor, you'll need to pass many licensing exams.
These include the life and health exam, annuity exam, SIE, Series 7, and Series 66. Eventually, you'll want to pursue your CFP. Many of these require online modules and culminate in an exam.